Interim Report 2017

舜宇光學科技（集團）有限公司 2017 中期報告 3 Management Discussion and Analysis 管理層討論與分析 隨著車載鏡頭的滲透率和搭載率的進一步提升， 車載鏡頭行業發展迅速。一方面，美國國家公路 交通安全局（「 NHTSA 」）以及歐洲新車安全評鑒 協會（「 E-NCAP 」）繼續推動相關法規和評價體系 的落實。日本國土交通省亦早對攝像頭和顯示屏 替代外後視鏡的「無後視鏡汽車」鬆綁。中國相 關部門所發佈的《推進「互聯網 + 」便捷交通促進 智能交通發展的實施方案》明確了發展應用智能 車載設施和自動駕駛車輛作為提升裝備和運載工 具自動化水平的重要發展任務。另一方面，為了 提升駕駛車輛的主動安全系數和智能體驗，各大 汽車廠商紛紛將攝像頭作為智能駕駛輔助系統、 半自動和全自動駕駛的核心部件，在每輛車上搭 載的鏡頭數量將不斷增多，規格亦將變得日趨複 雜。作為全球為數不多的能提供高品質及多規格 的車載鏡頭供應商之一，本集團將繼續受惠於車 載攝像頭行業的蓬勃發展，且市場份額將進一步 擴大。 光學儀器市場方面，受益於全球經濟的改善及全 球電子行業投資的增加，整個市場有所復甦。「中 國製造」繼續加快向「中國智造」轉變，機器視覺 應用、生產自動化及智能工廠所需的相關機器設 備需求增加。同時，醫療及教育領域對顯微鏡智 能化、數碼化、自動化的訴求不斷增加，中高端 顯微鏡市場發展前景值得期待，本集團的光學儀 器事業將因此受惠。 The vehicle lens sets industry developed quickly with the increase of the penetration rate and the adoption rate of vehicle lens sets. On one hand, the United States National Highway Traffic Safety Administration (“ NHTSA ”) and European New Car Assessment Programme (“ E-NCAP ”) continued to push forward the implementation of relevant regulations and assessment system. The Ministry of Land, Infrastructure, Transport and Tourism of Japan has also permitted the “mirrorless vehicles” with their side-view mirrors being replaced by cameras and screens. The Implementation Plan for Advancing Convenient “Internet+” Traffic to Promote the Development of Intelligent Traffic issued by relevant authorities in China specified that the development and application of smart vehicle facilities and autonomous vehicles should be regarded as an important mission to improve the automation level of facilities and vehicles. On the other hand, in order to improve the active safety coefficient and smart experiences of vehicles in driving, many vehicle manufacturers started to take cameras as the core components for ADAS, semi-automatic and fully autonomous driving. The number of cameras installed in each vehicle will continue to increase and the specifications will become more complicated and diversified. As one of the few suppliers who can provide high-quality and multi- specification vehicle lens sets in the world, the Group will continue to benefit from the rapid growth of the vehicle cameras industry and enjoy further expansion of its market share. For the optical instruments market, the whole market, benefited from the recovery of global economy and the increase in investments to the global electronic industry, has recovered. We saw an accelerated move from “Made in China” into “Intelligently Manufactured in China”, which has translated into increased market demands for instruments and equipment required in machine vision applications, automatic productions and smart factories. Meanwhile, the demands of medical and educational fields for smart, digital and automatic microscopes have increased constantly and the development of mid- to high-end microscope market has became promising. Optical Instruments business segment of the Group will benefit therefore.